Rocketlane MCP for AI Agents

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Rocketlane MCP or direct API to track project status, create onboarding tasks, send project updates, and manage team assignments through natural language.

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Rocketlane is a collaborative customer onboarding and implementation platform for professional services teams. It streamlines project tracking, communication, and task management to accelerate client onboarding.

69 Tools

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Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
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TOOLS

Supported Tools

Every Rocketlane action and event your agent gets out of the box.

Add Assignee To Task

Add assignees to a task by task ID.

Add Field Option

Tool to add a new option to a SINGLE_CHOICE or MULTIPLE_CHOICE field.

Add Followers To Task

Tool to add followers to a task by Id.

Add Members to Project

Tool to add team members to a project using the projectId.

Add Members to Conversation

Add members to a conversation in Rocketlane.

Archive Project by ID

Archives a specific project based on its unique identifier.

Create Comment

Tool to create a comment in Rocketlane.

Create Company

Creates a new company (account) in Rocketlane.

Create Conversation

Creates a new conversation in Rocketlane.

Create Field

Tool to create a custom field in Rocketlane.

Create Phase

Tool to create a new phase in a Rocketlane project.

Create Project

Tool to create a new project in Rocketlane.

Create Space

Creates a new space for a given project in Rocketlane.

Create Space Document

Tool to create a new space document in Rocketlane.

Create Task

Creates a new task.

Create Time Entry

Tool to create a new time entry in Rocketlane.

Delete Comment By ID

Tool to delete a comment by its ID.

Delete Conversation

Tool to delete a conversation by its unique identifier.

Delete Field

Tool to permanently delete a custom field using its unique identifier.

Delete Phase

Permanently delete a phase from the project using its unique identifier (phaseId).

Delete Project

This tool allows users to permanently delete a project in Rocketlane.

Delete Space

Tool to permanently delete a space from a project by its ID.

Delete Space Document

Tool to permanently delete a space document by its ID.

Delete Task By ID

Delete a specific task using its unique identifier (taskId).

Delete Time Entry by ID

Delete a specific time entry using its unique identifier (timeEntryId).

Get All Conversations

Tool to retrieve all conversations in Rocketlane.

Get All Fields

Retrieve all custom fields available in the system.

Get All Resource Allocations

Tool to retrieve all resource allocations from Rocketlane.

Get All Spaces

Tool to retrieve all spaces for a specific project in Rocketlane.

Get All Tasks

Tool to retrieve all tasks from Rocketlane with advanced filtering options.

Get All Time-Offs

Tool to retrieve all time-offs from Rocketlane with advanced filtering options.

Get Comments

Tool to retrieve all comments from Rocketlane.

Get Company

This tool retrieves detailed information about a specific company/account in Rocketlane by its ID.

Get Conversation

Tool to retrieve detailed information about a conversation by its ID.

Get Field By ID

Retrieve detailed information about a specific custom field using its unique identifier (fieldId).

Get Phase by ID

Tool to retrieve extensive information about a specific phase by its unique identifier.

Get Project by ID

Retrieves detailed information about a specific project using its unique identifier.

Get Space by ID

Tool to retrieve detailed information about a specific space using its unique identifier.

Get Task By Id

Retrieve extensive information about a specific task using the task's unique identifier (taskId).

Get Template By ID

Retrieve detailed information about a specific template using its unique identifier (templateId).

Get Time Entries

Tool to retrieve all time entries from Rocketlane.

Get Time Entry By ID

Retrieve detailed information about a specific time entry using its unique identifier (timeEntryId).

Get Time Entry Categories

Tool to retrieve time entry categories from Rocketlane.

Get User By ID

Retrieve detailed information about a specific user using their unique identifier (userId).

List Companies

This tool retrieves a list of all companies/accounts in Rocketlane.

List Currencies

Returns a predefined list of commonly used currencies since Rocketlane API doesn't provide a dedicated currencies endpoint.

List Project Phases

This tool retrieves a list of project phases from Rocketlane.

List Projects

This tool retrieves a list of all projects in the Rocketlane instance.

List Templates

This tool retrieves a list of all available templates in Rocketlane.

List Users

This tool retrieves all users in the Rocketlane instance.

Move Task To Given Phase

Tool to move a task to a different phase by task ID and phase ID.

Remove Assignees From Task

Tool to remove assignees from a task by its unique identifier.

Remove Dependencies From Task

Tool to remove dependencies from a task by ID.

Remove Followers From Task

Tool to remove followers from a task by task ID.

Remove Members from Conversation

Remove members from a conversation in Rocketlane.

Retrieve Subscription Details

Retrieves detailed information about the current subscription.

Search Invoices

Tool to retrieve all invoices from Rocketlane.

Search Time Entries

Tool to search time entries with filters in Rocketlane.

Search User By Email

Search User By Email Id.

Update Company

This tool updates an existing company/account in Rocketlane.

Update Conversation

Tool to update an existing conversation in Rocketlane by its ID.

Update Field

Tool to update field information by ID.

Update Field Option

Tool to update an existing option's label and color in a SINGLE_CHOICE or MULTIPLE_CHOICE field.

Update Phase

Tool to update phase information by phase ID.

Update Project By Id

Updates an existing project's details using its unique identifier.

Update Space

Tool to update space details by its unique identifier.

Update Space Document

Tool to update a space document's properties by its unique identifier in Rocketlane.

Update Task by ID

Tool to update task details by ID.

Update Time Entry by ID

Update existing time entry details using its unique identifier (timeEntryId).

SETUP GUIDE

Connect Rocketlane MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
Install the Composio SDK and Claude Agent SDK
2

Create Tool Router Session

typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });

console.log("Creating Tool Router session...");
const { mcp } = await composio.create('your-user-id');
console.log(`Tool Router session created: ${mcp.url}`);
Initialize the Composio client and create a Tool Router session
3

Connect to AI Agent

typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText, stepCountIs } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: mcp.url,
    headers: { 'x-api-key': 'your-composio-api-key' }
  }
});

const tools = await client.tools();

const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{ role: 'user', content: 'Create a new task for onboarding project Alpha' }],
  stopWhen: stepCountIs( 5 )
});

console.log(`Agent: ${text}`);
Use the MCP server with your AI agent
SETUP GUIDE

Connect Rocketlane API Tool with your Agent

1

Install Composio

typescript
npm install @composio/openai
Install the Composio SDK
2

Initialize Composio and Create Tool Router Session

typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
Import and initialize Composio client, then create a Tool Router session
3

Execute Rocketlane Tools via Tool Router with Your Agent

typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'Create a new onboarding project for Acme Corp with due date next Friday.'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
Get tools from Tool Router session and execute Rocketlane actions with your Agent

Why Use Composio?

AI Native Rocketlane Integration

  • Supports both Rocketlane MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Rocketlane data

Managed Auth

  • Built-in API Key handling with automatic credential management
  • Central place to manage, scope, and revoke Rocketlane access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Rocketlane
  • Scoped, least privilege access to Rocketlane resources
  • Full audit trail of agent actions to support review and compliance
FAQ

Frequently asked questions

Yes, Rocketlane requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

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